机构表示半导体板块从供需角度看仍处于回暖阶段！半导体材料ETF盘中持续溢价

Group 1 - The semiconductor materials and equipment theme index fell by 2.53% as of June 10, 2025, with leading stocks such as Tuojing Technology down 4.49% and Zhongwei Company down 4.23% [1] - The semiconductor materials ETF decreased by 2.52%, with the latest price at 1.05 yuan, while it has shown a cumulative increase of 2.39% over the past week, ranking first among comparable funds [1] - Tianfeng Securities indicates a continued optimistic growth trend for the global semiconductor market in 2025, driven by AI and domestic substitution efforts amid escalating supply chain risks [1] Group 2 - Donghai Securities notes that the semiconductor industry remains volatile under tariff policies, but from a supply-demand perspective, it is in a recovery phase with prices continuing to rise [2] - Global semiconductor demand improved in May, with growth in mobile phones, tablets, and rapid growth in TWS headphones, wearables, and smart home devices, while AI servers and new energy vehicles maintain high growth [2] - The semiconductor materials ETF closely tracks the theme index and selects 40 listed companies in the equipment and materials sector, focusing on key areas such as lithography and etching [2]